2020-11-03T10:00:27-06:00 2019-12-31 350921680 CROWE LLP 9600 Brownsboro Road Suite 400 Louisville KY 402411122 990 2019-01-01 222873792 Care Dimensions Inc CARE 9787747566 75 Sylvan Street B 102 Danvers MA 01923 Phil Cibelli VP/CFO 2020-11-03 true Rachel Spurlock P00520729 5023263996 2019 2021-01-29 14:40:06Z Patricia Ahern 75 Sylvan Street B 102 Danvers MA 01923 78202349 false X www.Caredimensions.org X 1979 MA Care Dimensions, Inc. (CD) ENRICHES QUALITY OF LIFE BY PROVIDING EXPERT CARE, SUPPORT, EDUCATION AND CONSULTATION FOR THOSE AFFECTED BY LIFE LIMITING ILLNESS, DEATH AND LOSS. 19 16 817 574 0 0 2432255 1866961 69020710 70175749 530780 861012 -115064 -91852 71868681 72811870 62163 72101 0 0 46197459 52202447 0 0 813160 26543828 18579205 72803450 70853753 -934769 1958117 75909148 81580952 28136430 27818059 47772718 53762893 Care Dimensions, Inc. (CD) ENRICHES QUALITY OF LIFE BY PROVIDING EXPERT CARE, SUPPORT, EDUCATION AND CONSULTATION FOR THOSE AFFECTED BY LIFE LIMITING ILLNESS, DEATH AND LOSS. false false 55659024 72101 70175749 FOR MORE THAN 40 YEARS, CARE DIMENSIONS, INC. (CD), FORMERLY HOSPICE OF THE NORTH SHORE, INC. (HNS) HAS PROVIDED HOSPICE AND PALLIATIVE CARE FOR COUNTLESS TERMINALLY ILL PATIENTS AND FAMILIES THROUGHOUT THE NORTH SHORE AND GREATER BOSTON AREA. AS THE MOST COMPREHENSIVE NOT-FOR-PROFIT HOSPICE PROVIDER IN MASSACHUSETTS, WE'RE DEDICATED TO ENRICHING QUALITY OF LIFE BY PROVIDING EXPERT CARE, SUPPORT, EDUCATION, AND CONSULTATION FOR THOSE AFFECTED BY LIFE-LIMITING ILLNESS, DEATH, AND LOSS. IN 2019 CD CARED FOR 5,639 HOSPICE PATIENTS AND THEIR FAMILIES. 55659024 true true false true false false false false true true true false false true true true false false false false false false false true false false false true true true false false false false false false false false true false false false false false false false false false false true 188 0 true 817 true false false false false false false false false false false false false false false X 19 16 false false true false false false false true true false false true true true true true true true true false CA CT FL ME MD MA NH NJ NY PA AZ RI VA X Phil Cibelli 9787747566 75 Sylvan Street B 102 Danvers MA 01923 Jane Alpers Chair 1.0 X X 0 0 0 John Collins Vice Chair 1.0 X X 0 0 0 Kevin Bottomley Treasurer 1.0 X X 0 0 0 Patricia Ahern President/CEO 40.0 X X 433872 0 47715 Peter Sherwood Clerk 1.0 X X 0 0 0 Allen Smith MD Board Member 1.0 X 0 0 0 Charles Adams Board Member 1.0 X 0 0 0 Chuck Badavas Board Member through May 2019 1.0 X 0 0 0 Ellen Smith Board Member 1.0 X 0 0 0 Janet Barnes Board Member 1.0 X 0 0 0 Joan Rosenthal Board Member 1.0 X 0 0 0 Kevin Smith Board Member 1.0 X 0 0 0 Kimberly Perryman Board Member 1.0 X 0 0 0 Lisa Alcock Board Member 1.0 X 0 0 0 Mary Coffey Moran Board Member 1.0 X 0 0 0 Michael Beer Board Member 1.0 X 0 0 0 Michael Wertheimer Board Member 1.0 X 0 0 0 Nancy Gertner Board Member effective May 2019 1.0 X 0 0 0 Nancy Palmer Board Member 1.0 X 0 0 0 Pamela Lawrence Board Member 1.0 X 0 0 0 Thomas Ford Board Member through May 2019 1.0 X 0 0 0 Wanda McClain Board Member through May 2019 1.0 X 0 0 0 Phil Cibelli VP/CFO 40.0 X 261241 0 62345 Carolyn Skarmeas VP Provider Relations & Business Development 40.0 X 224738 0 59855 Daniel O'Neil VP/CIO 40.0 X 212869 0 40168 Jean Ball VP of Quality & Compliance 40.0 X 186334 0 37959 Judith Cranney VP/COO 40.0 X 276098 0 54614 Kristine DiFiore VP, Chief Human Resources Officer 40.0 X 205402 0 39891 Stephanie Patel MD VP/CMO 40.0 X 397145 0 70524 Anna Chon PHYSICIAN 40.0 X 216700 0 1510 David MacDonald MD Physician 40.0 X 274978 0 46122 Johnson Wu Physician 40.0 X 214102 0 19899 Robert Taylor Physician 40.0 X 288651 0 28592 Talia Lewis Physician 40.0 X 190807 0 20742 3382937 0 529936 57 false true false ZAMPELL BUILDING SERVICES 9 STANLEY TUCKER DRIVE NEWBURYPORT MA 01950 FACILIITY MANAGEMENT SERVICES 1186662 BEAUPORT AMBULANCE PO BOX 1262 Gloucester MA 01930 AMBULANCE SERVICES 216738 FREED MAXICK PO BOX 8000 Buffalo NY 14267 BUSINESS INTELLIGENCE IMPLEMENTATION 170536 COMMUNITY HEALTH NETWORK 747 Washington St Holliston MA 01746 CLINICAL CONTRACT STAFF 161021 CATALDO AMBULANCE SERVICE 137 Washington St PO BOX 435 Somerville MA 02143 AMBULANCE SERVICES 155205 11 388093 30120 1448748 0 1866961 Net Patient Service Revenue 621610 70156310 70156310 Training & Program Revenue 611430 2450 2450 Bereavement Revenue 900099 16189 16189 Other Admin Revenue 900099 800 800 0 0 0 0 70175749 513721 513721 0 0 5645918 5298627 347291 0 347291 347291 0 388093 91852 -91852 -91852 0 0 0 0 0 72811870 70175749 0 769160 72101 72101 0 0 2610770 1307267 1303503 118711 118711 40305029 34321121 5413664 570244 1480193 1261254 197428 21511 4591024 3773279 754489 63256 3096720 2548027 506092 42601 46527 46527 75330 75330 143681 143681 2176471 1983705 192766 0 940818 1967 938851 1329497 828270 501227 1360055 276560 1025788 57707 2399717 1188613 1211104 1073740 1008915 62197 2628 194873 98169 96704 496331 496331 1779401 927849 851552 313833 67895 245938 Program Supplies & Services 5881975 5881975 366956 112057 199686 55213 70853753 55659024 14381569 813160 700 900 5923609 6541896 391980 339319 8252087 9934904 0 0 0 0 930661 898361 40216492 9962913 30994700 30253579 17445734 21184446 10548928 11852085 0 0 1420749 575462 75909148 81580952 8917082 9951758 17191796 16779950 0 0 2027552 1086351 28136430 27818059 X 46184347 52741130 1588371 1021763 47772718 53762893 75909148 81580952 1958117 4032058 0 0 0 X false true X true false X 2278010 3438201 3053815 2432255 1866961 13069242 50873121 59464796 63525140 69020710 70175749 313059516 0 0 0 53151131 62902997 66578955 71452965 72042710 326128758 111490 39249 38910 27690 26175 243514 0 0 0 0 0 0 111490 39249 38910 27690 26175 243514 325885244 384689 373702 283811 437648 511084 1990934 0 384689 373702 283811 437648 511084 1990934 0 78680 104192 166164 55602 0 404638 53614500 63380891 67028930 71946215 72553794 328524330 0.9920 0.9911 0.0061 0.0061 X Schedule A, Part III, Line 12 Other Income DESCRIPTION - FUNDRAISING INCOME, COLUMN A - 78680.0, COLUMN B - 91492.0, COLUMN C - 151944.0, COLUMN D - 53102.0, COLUMN E - 0.0, COLUMN F - 375218.0; DESCRIPTION - GAMING INCOME, COLUMN A - 0.0, COLUMN B - 12700.0, COLUMN C - 14220.0, COLUMN D - 2500.0, COLUMN E - 0.0, COLUMN F - 29420.0; RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED RESTRICTED false false false false false false false false true 1227 1227 false Schedule C, Part II-B, Line 1 DETAILED DESCRIPTION OF THE LOBBYING ACTIVITY In 2019, Care Dimensions paid $32,198 to National Hospice and Palliative Care Organization for membership dues. Of this amount 3.81% were used for specific lobbying purposes defined as unallowable expenses. 1588371 262493 90092 919193 1021763 3904476 49705 -20934 2344876 1588371 3373175 737245 46185 252129 3904476 1783389 1775584 185798 3373175 1216603 752754 185968 1783389 0.0 0.62 0.38 false false 3157603 3157603 27857584 3885113 23972471 214017 155190 58827 8987288 5922610 3064678 30253579 ALTERNATIVE LONG SHORT HEDGE FUND Equity Funds 11190876 F Private debt funds 555261 F Real Estate fund 105948 F 11852085 Due to third party payors 750000 other current liabilities 51025 annuities payable 2442 Deferred Rent 131034 Workers Compensation 151850 1086351 X 77711292 4032058 919193 4951251 72760041 143681 -91852 51829 72811870 70801924 0 0 70801924 143681 -91852 51829 70853753 Schedule D, Part V, Line 4 Intended uses of endowment funds Temporarily Restricted Funds are funds that are received with a donor-imposed restriction that will be satisfied in the future. The donor's restriction may be for a particular purpose or program or for use in a specified time period. As of 12/31/19 Care Dimension's temporary restricted funds are primarily available for operational expenses at the Kaplan House, school pilot program, IT software, children bereavement program expenses and complementary therapy expenses. Permanently Restricted Funds are funds that are received with a donor-imposed restriction that states that the donation must be maintained permanently, but may permit the organization to use up or expend part or all of the income derived from the asset. Permanently restricted funds earn interest on investments during the year and are released for use according to the Board Approved Restricted Funds Policy. Schedule D, Part X, Line 2 FIN 48 (ASC 740) footnote The Organization is exempt from income taxes on income from related activities under Section 501(c)(3) of the U.S. Internal Revenue Code and corresponding state tax law. Accordingly, no provision has been made for federal or state income taxes. U.S. GAAP requires that a tax position is recognized as a benefit only if it is "more likely than not" that the tax position would be sustained in a tax examination, with a tax examination being presumed to occur. The amount recognized is the largest amount of tax benefit that is greater than 50% likely of being realized on examination. For tax positions not meeting the "more likely than not" test, no tax benefit is recorded. Due to its tax-exempt status, the Organization is not subject to U.S. federal income tax or state tax. The Organization's Form 990 has not been subject to examination by the Internal Revenue Service or the state of Massachusetts for the last three years. The Organization does not expect the total amount of unrecognized tax benefits to significantly change in the next 12 months. The Organization recognizes interest and/or penalties related to income tax matters in income tax expense. The Organization did not have any amounts accrued for interest and penalties at December 31, 2019 and 2018. Schedule D, Part XI, Line 2(d) Other revenues in audited financial statements not in form 990 Net assets released for operations - 533383 Net assets released for capital - 385810 Schedule D, Part XI, Line 4(b) Other revenues in form 990 not in audited financial statements direct fundraising expense - -91852 Schedule D, Part XII, Line 4(b) Other expenses in form 990 not in audited financial statements direct fundraising expense - -91852 Tree of Lights 117726 117726 0 2093 3422 650 17765 Walk for Hospice 240850 240850 0 1733 256 22522 2 29517 29517 0 1480 2370 39561 388093 388093 0 5306 6048 650 79848 91852 -91852 true Non-medical family needs of hospice patients on service 198 72101 Schedule I, Part I, Line 2 Procedures for monitoring use of grant funds. The Care Dimensions Family Fund was established by the Board of Directors to assist patients and families who have a demonstrated financial need. The Family Fund provides limited financial assistance to respond to particular non-medical patient or family needs that impact on the quality of life for the terminally ill patient and his/her family. The Family Fund is accessed to provide one limited monetary grant within a calendar year to families who have been identified by a member of the Care Dimensions Interdisciplinary Team as having a specific non-medical need which the patient/family are financially unable to afford. Examples of such needs include: school clothes for children, summer camp expenses for children, basic necessities such as food or telephone service, or a personal response system for a patient who lives alone. Due to the limited availability of funds, team members are encouraged to explore all other available community resources (i.e., Nan Camp, American Cancer Society, food pantries) before accessing the Family Fund. The Family Fund is also accessed to provide "Social Needs" requests, (iPads, computer games, tickets to attend a ballgame or concert, prom tickets, etc.). If a staff member identifies a need which could be met by the Family Fund, he/she should complete a Family Fund Request form, indicate whether the need is "basic" or "social" by checking the appropriate box, include appropriate supporting documentation, and forward to his/her Clinical Manager. The Clinical Manager shall submit the request to the Family Fund Review Committee. The Family Fund Review Committee is comprised of rotating members of the Interdisciplinary Team. The Committee will review the request and render a decision within 48 hours. If the request is approved, a Check Request along with the completed Family Fund Request form will be forwarded to the COO for signature and then submitted to Accounts Payable. Checks are written directly to a vendor, not a patient or family member, based on the original documented request. If the request is denied, the Committee will suggest other resources whenever possible and forward completed form to appropriate Clinical Manager for their communication to requested party. On a monthly basis, the Administrative Assistant of the COO will distribute a report showing monies disbursed and monies remaining in the Family Fund to the CEO, COO, Clinical Directors, and the Family Fund Committee. X X X X X false false false false false false false true false Patricia Ahern President/CEO 332733 0 83684 0 17455 0 24273 0 23442 0 481587 0 10222 0 Phil Cibelli VP/CFO 209762 0 34981 0 16498 0 27177 0 35168 0 323586 0 12074 0 Stephanie Patel MD VP/CMO 322694 0 55171 0 19280 0 33250 0 37274 0 467669 0 19000 0 Judith Cranney VP/COO 226796 0 34522 0 14780 0 28491 0 26123 0 330712 0 13501 0 Carolyn Skarmeas VP Provider Relations & Business Development 172291 0 31692 0 20755 0 23687 0 36168 0 284593 0 10914 0 Jean Ball VP of Quality & Compliance 156107 0 24647 0 5580 0 15711 0 22248 0 224293 0 4775 0 Kristine DiFiore VP, Chief Human Resources Officer 174130 0 25955 0 5317 0 6019 0 33872 0 245293 0 5037 0 Daniel O'Neil VP/CIO 191435 0 21020 0 414 0 6600 0 33568 0 253037 0 0 0 David MacDonald MD Physician 250505 0 24311 0 162 0 13750 0 32372 0 321100 0 0 0 Robert Taylor Physician 259971 0 27492 0 1188 0 13750 0 14842 0 317243 0 0 0 Johnson Wu Physician 213648 0 310 0 144 0 9790 0 10109 0 234001 0 0 0 Anna Chon PHYSICIAN 216246 0 310 0 144 0 0 0 1510 0 218210 0 0 0 Talia Lewis Physician 190353 0 310 0 144 0 0 0 20742 0 211549 0 0 0 Schedule J, Part I, Line 7 Non-fixed payments The compensation plan for the CEO provides that a performance bonus may be awarded should certain performance metrics be achieved. The payment is based on a percentage of base compensation, subject to review and approval of the executive committee of the board. In addition, the committee has discretion to award additional payments based on performance. Total compensation, including bonuses, are taken into consideration during the compensation review process. The performance bonus plan for other officers, including executives and vice presidents, may be awarded based on certain performance metrics, subject to approval by the executive committee of the board. In addition, the committee has discretion to award additional payments based on performance. Total compensation, including bonuses, are taken into consideration during the compensation review process A Massachusetts Development Finance Agency Revenue Bonds Care Dimensions 043431814 NONEAVAIL 2016-07-13 17500000 Construction of Inpatient Hospice Facility false false false A 1013572 17500000 0 17500000 2018 false false true true A false false false false 0.0 0.0 0.0 false false true A false false false false false false true A true Sam Sherwood Family member of Peter Sherwood (Board Member) 61243 COMPENSATION false Ann Amatucci FAMILY MEMBER OF THOMAS FORD (BOARD MEMBER) 57468 COMPENSATION false Form 990, Part VI, Line 4 Significant changes to organizational documents Care Dimension's Governance Committee was asked to review and update the Care Dimensions By Laws in April 2019 and were shared with the Board for their review and comments. Significant changes are outlined below. Corporate Members: Corporate Members bring both helpful expertise (healthcare reimbursement and finance, quality and compliance, nursing and clinical practice) and strong connections to our important health system partners. As Care Dimensions continues to grow and expand our service area, the number of our partners will also likely grow. Thus, the number of Board representatives from each Corporate Member has been reduced from 2 to 1. Terms of Office: This section was amended to recognize that many Directors serve extended terms especially during times of leadership team transition. To ensure both that the Board composition turns over enough to provide for new ideas and to preserve institutional memory and expertise, a cap of 20% has been placed on the number of Directors who can be serving in extended terms at any given time. With current Board composition (21), 4 individuals could be in extended terms. The changes also give the Board the authority to designate certain individuals as "Emeritus Directors" in addition to the previously existing categories of "Sponsors, Benefactors, Contributors, Advisors or Friends." Committees: Investment portfolio monitoring responsibilities were added to the Finance Committee. The Personnel Committee was renamed the Human Resources Committee. The Nominating Committee was renamed the Governance Committee and its responsibilities expanded to include Board education, and the Board Review and Evaluation Process. The Quality, Compliance, and Performance Improvement Committee has been added as a Standing Committee. Execution of Papers and Voting of Securities: This section has been simplified and now refers to the Signature Authority Policy Form 990, Part VI, Line 11b Review of form 990 by governing body A copy of the 990 is provided to the entire board prior to filing. Additionally, the Executive Committee, a subcommittee of the board, reviews the 990 prior to filing. Form 990, Part VI, Line 12c Conflict of interest policy The Conflict of Interest Policy is reviewed annually with the Board of Directors. Each member of the Board of Directors, Committee Members, Officers and Key Employees are asked to sign a Conflict of Interest and Relationship Disclosure Statement covering the next fiscal year. This statement certifies that they have read the Conflict of Interest Policy, will disclose any conflict of interest identified, and refrain from voting and from using personal influence related to the conflict of interest identified. Form 990, Part VI, Line 15a Process to establish compensation of top management official THE EXECUTIVE COMMITTEE OF THE BOARD OF DIRECTORS MEETS ANNUALLY TO ESTABLISH AND APPROVE THE COMPENSATION OF THE ORGANIZATION'S CEO BASED ON THE CEO'S PERFORMANCE AND COMPARATIVE DATA BENCHMARKS. COMPARATIVE DATA FROM AVAILABLE PUBLISHED SURVEYS AND IRS 990'S FOR COMPARABLE ORGANIZATIONS ARE USED AS BENCHMARKS. IN ADDITION, EVERY TWO YEARS A QUALIFIED COMPENSATION CONSULTANT IS RETAINED TO CONDUCT AN ANALYSIS AND COMPARATIVE MARKET ASSESSMENT OF EXECUTIVE COMPENSATION. THE LAST ANALYSIS WAS DONE IN JUNE 2019. THE PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. Form 990, Part VI, Line 15b Process to establish compensation of other employees THE EXECUTIVE OPERATIONS TEAM'S COMPENSATION IS REVIEWED BY AN OUTSIDE CONSULTANT EVERY TWO YEARS. THE LAST REVIEW WAS DONE IN JUNE 2019. THE CEO PRESENTS THE EXECUTIVE OPERATION TEAM'S PROPOSED ANNUAL MERIT INCREASES AND INCENTIVE PAYMENTS TO THE EXECUTIVE COMMITTEE FOR REVIEW AND APPROVAL. AVAILABLE SOURCES OF MARKET SURVEYS AND COMPENSATION BENCHMARKS ARE ALSO REVIEWED AND CONSIDERED AS PART OF THE PROCESS. THE PROCESS IS DOCUMENTED IN THE EXECUTIVE COMMITTEE MINUTES. Form 990, Part VI, Line 19 Required documents available to the public Financial Statements, governing documents, and conflict of interest policies are not required disclosures pursuant to the Internal Revenue Code (IRC) Section 6104. These documents are available upon request.